Client Support Specialist

  • Competitive
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Bentley Reid & Co Limited
  • 20 Apr 18 2018-04-20

Based in St James’s Park, Bentley Reid is an independently owned wealth manager providing a range of advisory and investment management services to private clients.

The Role

Reporting to the Client Director, the Client Support Specialist is a full time office based administrative role focused on supporting the existing client portfolio of high net worth individuals and their internationally mobile families.  This is a specialised role required to accurately administer tax efficient solutions, and to have direct involvement in the administration of the range of OEICs and individually managed portfolios available to clients.

Key Responsibilities

  • Management of client and third party enquiries, including liaising with offshore insurance and trust companies
  • Taking deputy ownership of client relationships
  • Assisting with client reporting, including quarterly valuations and annual suitability reviews
  • Assisting the Client Director in coordinating client meetings, diary management and client filing
  • To document client interaction and maintain accurate records within internal systems
  • To ensure client KYC and compliance requirements are monitored and up-to-date
  • To work with private banks to administer loans and deposit renewals
  • To administer client payments and associated tax certificates

Key Requirements

  • Must have at least 5 years relevant experience within a wealth management or family office environment, including investment products, tax wrappers and offshore bonds
  • Must have experience in direct contact with private clients and third party providers outside of the firm
  • Must have good verbal and written communication skills
  • A desire for attention to detail and be passionate about administration
  • Experience of internationally mobile families would be beneficial
  • Experience of dealing with trusts and trustees would be beneficial

Candidates must be eligible to live and work in the UK.  Sponsorship will not be provided.